We are live on ! Find out more
BTT icon

BlackRock Municipal 2030 Target Term Trust
BTT

107 hedge funds and large institutions have $287M invested in BlackRock Municipal 2030 Target Term Trust in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

0.8% more ownership

Funds ownership: 18.99% → 19.8% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $297M → $287M (-$9.72M)

5% less funds holding

Funds holding: 113 → 107 (-6)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
37
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
XF
XML Financial
Maryland
+$4.09M
2
RCM
Rivernorth Capital Management
Florida
+$2.77M
3
Bank of America
Bank of America
North Carolina
+$2.69M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.08M
5
VanEck Associates
VanEck Associates
New York
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
-$2.1M
2
LWM
Laidlaw Wealth Management
New York
-$1.51M
3
MFG
Merit Financial Group
Georgia
-$1.31M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$957K
5
DAC
Dividend Assets Capital
South Carolina
-$678K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$40.4M +$2.69M +119,676 +6%
Morgan Stanley
2
Morgan Stanley
New York
$32.7M +$1.32M +58,942 +4%
MSL
3
Mackay Shields LLC
New York
$28.8M -$2.1M -93,546 -6%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$20.7M +$2.08M +92,833 +10%
UBS Group
5
UBS Group
Switzerland
$19.4M +$1.22M +54,578 +6%
Stifel Financial
6
Stifel Financial
Missouri
$13.1M +$53.4K +2,379 +0.4%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$12.1M -$315K -14,053 -2%
WCM
8
WealthBridge Capital Management
Ohio
$11.2M – – –
NCM
9
Narwhal Capital Management
Georgia
$10.9M +$339K +15,101 +3%
VanEck Associates
10
VanEck Associates
New York
$6.49M +$1.41M +62,762 +25%
V
11
Veritable
Delaware
$5.09M +$307K +13,682 +6%
GCP
12
Gill Capital Partners
Colorado
$4.43M +$516K +23,013 +12%
WKWM
13
Walter & Keenan Wealth Management
Indiana
$4.4M +$195K +8,695 +4%
RJA
14
Raymond James & Associates
Florida
$4.07M -$70.5K -3,141 -2%
XF
15
XML Financial
Maryland
$3.74M +$4.09M +182,261 New
AWA
16
Amplius Wealth Advisors
Pennsylvania
$3.53M -$74.1K -3,304 -2%
SPIA
17
Steward Partners Investment Advisory
New York
$3.41M +$332K +14,813 +10%
LPL Financial
18
LPL Financial
California
$3.08M +$722K +32,185 +27%
RCM
19
Rivernorth Capital Management
Florida
$2.94M +$2.77M +123,251 +611%
CCM
20
Covington Capital Management
California
$2.91M – – –
GP
21
Geneva Partners
Wisconsin
$2.59M +$34.7K +1,547 +1%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$2.57M +$455K +20,266 +19%
WW
23
Waterfront Wealth
Kansas
$2.44M +$1.06M +47,441 +66%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.43M +$147K +6,561 +6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.19M +$188K +8,358 +9%
1
2 3 4 5

BTT Hedge Fund Activity: Q3 2022 in Review

107 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q3 2022, worth a combined $287M — down 3.3% from $297M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BTT and 14 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 37 added.

The largest buyer was XML Financial, opening a new position worth an estimated $4.09M. The largest seller was Mackay Shields LLC, cutting an estimated $2.1M.

  • 107 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q3 2022, down from 113 in Q2 2022.
  • Funds reported $287M of BlackRock Municipal 2030 Target Term Trust stock for Q3 2022, down 3.3% quarter-over-quarter.
  • 14 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q3 2022 and 19 closed out, a net change of -5 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q3 2022 was XML Financial, an estimated $4.09M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q3 2022 was Mackay Shields LLC, an estimated $2.1M sold.

Based on aggregated 13F filings for Q3 2022.